See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,476 | $29,319+58.5% | $52,425-11.3% | $82,448-43.6% |
| Participation rate | 16.3% | 46.9%-30.5pp | 55.6%-39.3pp | 68.1%-51.7pp |
| Annual return | 19.02% | 535.20%-516.2pp | 302.12%-283.1pp | 41.64%-22.6pp |
| Employer contribution / active EE | $461 | $586-21.5% | $914-49.6% | $2,551-81.9% |
| Participant deferral / active EE | $1,333 | $1,171+13.8% | $1,790-25.5% | $4,139-67.8% |
| Admin fee / account holder | $331 | $1,962-83.1% | $2,495-86.7% | $7,234-95.4% |